See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,244 | $83,337-56.5% | $67,834-46.6% | $273,961-86.8% |
| Participation rate | 58.3% | 76.4%-18.1pp | 68.8%-10.5pp | 83.0%-24.7pp |
| Annual return | 6.57% | 259.45%-252.9pp | 138.47%-131.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,890 | $4,088-53.8% | $3,160-40.2% | $5,287-64.3% |
| Admin fee / account holder | $3,079 | $6,752-54.4% | $4,622-33.4% | $10,132-69.6% |